Overview
Office Clerk, Administrative Assistant Jobs in Saint Paul, MN at Midwest Motor Express (ND)
Who We Are:
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Who You Are:
You are talented, outgoing, organized and have some previous administrative experience. You preferably have experience working in financial services. You are so much more than an “assistant”.
You are the face and the voice and written word that makes an important impression on our team’s prospects and clients. You realize how important it is to use the right words on the phone and to draft clear, concise, accurate written communications to clients. You play an important role in growing our business. You are comfortable making phone calls to book meetings with existing clients that you get to know and who trust you.
While you have a passion for the core work you do, you also enjoy assisting on occasional marketing projects and social/web initiatives. Above all else you embrace a fast-paced work day with big to-do list and multiple priorities.
Responsibilities will initially include:
Answering phones and directing calls
Email management and response
Appointment scheduling via phone and e-mail
Management of multiple advisor calendars
Documenting information in client management system through Salesforce CRM
Implementing and executing a tiered client service model
Assisting in the organization of events (fundraisers, workshops, client appreciation events)
Salary: $60,000 plus performance bonus (Up to 20% realistic bonus potential) (one-two years experience)
At least one year industry experience preferred
Two years administrative experience required
Bachelor’s Degree preferred Associate’s Degree required
Experience in Microsoft Office required (excel/word/outlook)
Salesforce CRM experience ideal
*This role is directly hired by The SKG Team at Barnum Financial Group*
Job Type: Full-time
Pay: $60,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Ability to Commute:
Elmsford, NY 10523 (Required)
Ability to Relocate:
Elmsford, NY 10523: Relocate before starting work (Required)
Work Location: In person
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Title: Office Clerk, Administrative Assistant
Company: Midwest Motor Express (ND)
Location: Saint Paul, MN
